The Peace of Mind of Having Money When You Need It
The “Money Talks” experts team up to discuss the Henssler Ten Year Rule and how it applies to moving money to fixed investments prior to retirement.
Charitable Giving Using Life Insurance
The “Money Talks” experts discuss the various ways you can maximize your gift to charity using life insurance.
Follow the Money
The “Money Talks” hosts discuss the situation of an investor who was working with a broker who put him in very speculative investments. They cover Dr. Gene’s rule of, “Follow the money,” as well as how we approach developing a financial plan.
Planning Considerations of Selling Your Business to Your Child
The Money Talks hosts explore the situation of a business owner who is looking to have his son take over his business so he may retire. The experts discuss the timeline for such a transaction, what planning issues need to be taken into account and how his options may need to change depending on how quickly he needs the money from the sale of his business.
Pension Benefits Actually Require Careful Planning
The “Money Talks” experts team up to discuss the many variables that need to be considered when an investor is deciding how to receive pension payments.
The Monetary Challenge of Combining Established Households
As a single investor, you have full control of your finances. You have the ability to control both the saving and spending. Your decisions are your own. When you get married, your financial future becomes a joint responsibility—in theory. Money issues are often the No. 1 problem that couples argue about. When you’re young, combining…
The SECURE Act—Not All Bad News for Retirement Plans
The “Money Talks” experts take a deeper dive into the SECURE Act and how it affects businesses and individuals.
Missed Your 2019 RMD? Here’s What to Do
The “Money Talks” experts discuss what you should do if you’ve missed your required minimum distribution for 2019 and how the SECURE Act changes RMDs going forward.
How Do I Develop a Spending Plan?
Your spending plan is essentially your budget. By using a more positive name, you can escape the feeling of restriction that often accompanies the term “budget.”
Longevity Annuities Are Meant to Transfer the Longevity Risk—Not Lower RMDs
The “Money Talks” Experts dig into a case study of an investor who wants to minimize her required minimum distributions and wonders if a qualified longevity annuity contract will work for her situation.